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At a Glance

Key details about this service to help you decide. Generated by Zinn Hub, not the seller.

Certification Level

ProAdvisor Advanced + ICB
Vendor holds QuickBooks ProAdvisor Advanced Certified and Intuit Certified Bookkeeper status - the highest Intuit certification tier available.

Service Type

Clean-Up, Reconciliation & Reporting
Covers catch-up bookkeeping for backlogged accounts, bank and credit card reconciliation, transaction categorisation, and tax-ready financial statements.

Transaction Scale

Up to 1,001 transactions
Starter handles up to 251 transactions across 2 accounts; Premium scales to 1,001 transactions across 10 accounts - suitable for most small to mid-size businesses.

Best For

Freelancers, SMBs & Startups
Ideal for sole traders with light records, small businesses behind on their books, or startups setting up QuickBooks Online for the first time.

What You'll Receive

Formats:
Digital Files
Written Report
Spreadsheet
Delivery Method:
Order Manager
Notes: Financial statements (Profit & Loss, Balance Sheet, and where applicable Cash Flow) will be delivered as digital files through the order manager. Bank reconciliation summaries and any supporting schedules will be included. All files are delivered in standard formats suitable for your accountant or tax adviser. Please allow time for any revision requests to be addressed within the same order.

Full Description

Running a business is demanding enough without your books falling behind. Whether your accounts are months out of date, your bank reconciliations won't balance, or you simply need a reliable professional to keep your QuickBooks Online in order every month — this service delivers clean, tax-ready financials you can actually rely on.

I'm a QuickBooks ProAdvisor Advanced Certified professional and Intuit Certified Bookkeeper with over five years of experience helping freelancers, contractors, and small businesses across a wide range of industries. Our team is based in London, England, and we have completed more than 1,000 bookkeeping projects.

**What this service covers:**
• Company setup in QuickBooks Online from scratch
• Full bookkeeping and clean-up for overdue or disorganised books
• Bank and credit card account reconciliation
• Identifying and correcting reconciliation errors and account mismatches
• Categorisation of income and expense transactions
• Monthly bookkeeping and financial reporting
• Tax-ready Profit & Loss Statement, Balance Sheet, and Cash Flow Statements
• Internal controls execution (Premium tier)

**How it works:**
Once you place your order, share your QuickBooks Online access (as an accountant user), your bank and credit card statements, and a brief description of your business. I will review your books, complete the agreed scope of work, and deliver your financial statements directly through the order. If anything needs clarifying along the way, I will reach out via the order chat.

**Who this is for:**
This service is ideal for freelancers and sole traders keeping light records, small business owners who have fallen behind on their bookkeeping, startups setting up QuickBooks for the first time, and any business owner who wants professional, confidential financial management without hiring a full-time bookkeeper.

**Why choose this service:**
• Intuit Certified Bookkeeper — formally recognised expertise
• QuickBooks ProAdvisor Advanced Certified
• IRS Certified Acceptance Agent (CAA)
• 1,000+ projects completed
• Accurate, on-time, and fully confidential — your financial data is handled with the highest level of professionalism and security

Whether you need a one-off clean-up or ongoing monthly support, this service scales to meet your needs. Select the tier that matches your transaction volume and account complexity, and let's bring real clarity to your books.

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Compare Packages

FeatureStarterBoostPremium
Delivery Time2 days4 days7 days
Revisions112
1 business entity✓✓✓
Up to 2 bank or credit card accounts reconciled✓✕✕
Up to 251 transactions categorised and reviewed✓✕✕
1 consultation session included✓✓✕
Financial statement preparation (P&L and Balance Sheet)✓✓✕
Tax-ready deliverables via order manager✓✕✕
Up to 5 bank or credit card accounts reconciled✕✓✕
Up to 551 transactions categorised and reviewed✕✓✕
Reconciliation error identification and correction✕✓✕
Up to 10 bank or credit card accounts reconciled✕✕✓
Up to 1,001 transactions categorised and reviewed✕✕✓
2 consultation sessions included✕✕✓
Financial statement preparation (P&L, Balance Sheet & Cash Flow)✕✕✓
Internal controls execution and bookkeeping clean-up✕✕✓

Portfolio

Examples of the seller's work related to this Zinn.

Handle Your QuickBooks Online Bookkeeping & Reconciliation

Handle Your QuickBooks Online Bookkeeping & Reconciliation

Extra Information

Why Choose Me

Certifications:Intuit Certified Bookkeeper | QuickBooks ProAdvisor Advanced Certified | IRS Certified Acceptance Agent (CAA)
Experience:Over 5 years helping small businesses, freelancers and contractors with QuickBooks Online bookkeeping, clean-up and reconciliation.
Track Record:1,000+ bookkeeping projects completed with a focus on accuracy, confidentiality and on-time delivery.

My Process

Step 1 — Share Access:Provide QuickBooks Online accountant access and your bank/credit card statements (PDF or CSV).
Step 2 — Review & Categorise:I review your books, categorise all transactions, and reconcile your accounts against your statements.
Step 3 — Clean Up & Report:Errors and mismatches are corrected. Tax-ready financial statements are prepared and delivered through the order.

Perfect For

Ideal Clients:Freelancers and sole traders | Small and growing businesses | Startups setting up QuickBooks Online | Business owners with backlogged or messy books | Contractors needing tax-ready financials

Frequently Asked Questions

Once you place your order, please share access to your QuickBooks Online account (as an accountant user), your bank and credit card statements in PDF or CSV format, and a short description of your business and what you need. I will guide you through the process via the order chat from there.

Yes. Catch-up and clean-up work for overdue or disorganised books is a core part of what I do, whether you are a few months behind or several years. If your scope is larger than a single order covers, message me beforehand and we can discuss the right approach.

All tiers include tax-ready financial statement preparation covering your Profit & Loss Statement and Balance Sheet. The Premium tier also includes a Cash Flow Statement. Reports are delivered through the order manager.

Yes. Identifying and correcting reconciliation errors, mismatched entries, and account discrepancies is included in the service. I will ensure your books align with your actual bank and credit card statements.

Yes. Monthly bookkeeping is available. Message me before ordering to discuss the right recurring arrangement for your business volume and requirements.

Absolutely. All financial data you share is treated with strict confidentiality and handled through secure systems. Your information is never shared with third parties.

Revisions are included in every tier (1 revision for Starter and Boost, 2 for Premium). If something does not look right, raise it via the order chat and I will address it promptly.

Yes. This service is available to freelancers, sole traders, contractors, partnerships, and limited companies. The approach is tailored to your specific bookkeeping situation.

Customer Reviews

See what our customers say about this Zinn

5.0
56 reviews
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Neilsa consistently delivers high-quality work every quarter.

Great to work with, highly recommended!

This is the second project we've done together and I'm booking another. You're excellent to work with.

Good work. Thank you.

I had an excellent experience working with Johan. He is incredibly patient, respectful and has a perfect command of QuickBooks. He has a great way of teaching, which makes everything much easier to understand. I will definitely continue to use his services. Highly recommended!

What stands out the most about Shakil is his reliability. He ensured that all our financial records were meticulously organised and up-to-date, which allowed us to focus on growing our business without worrying about paperwork or tax season stress. He is proactive about reaching out when necessary, and always takes the time to explain complex financial concepts in an easy-to-understand way.

I can’t recommend him enough. He helped me completely clean up and fix my books, reconcile everything, and get my QuickBooks in perfect order. He was extremely fast to respond, clearly understood the scope of work from the start, and has deep knowledge of QuickBooks—this guy truly knows the platform inside and out. On top of that, his English is excellent, communication was smooth, and he proactively went above and beyond by setting up my Relay Bank integration with QuickBooks at no extra cost. He also took the time to explain QuickBooks best practices so I actually understand how to manage things properly going forward. If you’re using QuickBooks and want it done right the first time, you must work with him. Absolute QuickBooks guru.

I appreciate Neil's work. He was patient with communication despite the time difference and very knowledgeable. He also helped me feel more confident in my books.

Very good service

Mr. Shakil did a great job cleaning up my books. He grasped the situation very quickly and got to work. Very nicely done. Highly recommended!

It's always a pleasure to work with Navid. I've been working with him for over 6 months. He's reliable and knowledgeable.

I had a great experience working with Neil on my bookkeeping. He was fast, professional, and very clear in communication. He handled all my transactions smoothly and kept everything organised in QuickBooks. I really appreciate his attention to detail and the way he explained everything. I’m definitely coming back for future bookkeeping work – highly recommended!

It's always great working with Navid.

Shanto knows what he's doing and is very timely and responsive. I now consider him a regular go-to for my accounting needs. I will continue to work with him since the quality of work is high and the value is also great. I love working with him!

Good and fast

She went above and beyond to truly understand the company and its processes. What impressed me most was her proactive communication – she kept me informed every step of the way. I had two months of reconciliation to complete for a business with three accounts and frequent inter-account transfers, and she handled it with exceptional organisation and clarity.

Neilely, polite, and detailed.

Fred did a solid job cleaning up my QuickBooks account. He was fast, knew exactly what needed to be fixed and made the whole process much easier. I appreciate the clean-up and the clarity he brought to my books.

Shanto and his team delivered the reconciliation reports and solved some problems I was having with transactions that weren't matched properly. He offered video conferencing so we could go over the registers together, and this was really helpful.

always does a fantastic job. We value their service and few them as a vital part of our team. We highly recommend for any small business who is looking to streamline their business operations.

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